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Delgado Private Wealth Management LLC

Delgado Private Wealth Management LLC. CRD 329001

Delgado Private Wealth Management LLC logo

CRD: 329001

Delgado Private Wealth Management LLC

Naples, FL, 34108
2394225466
www.delgadopwm.com
$41.9M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
1 Employees
67 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
Atlas harbor
Established Date
11-05-2023
Office Locations
1

Office Locations

999 Vanderbilt Beach Road Suite 200 Naples FL

About Delgado Private Wealth Management LLC

Delgado Private Wealth Management is an independent, Naples, FL registered investment adviser led by CFP professional Jesus M. Delgado. The firm provides fiduciary, one-on-one financial planning and investment guidance for individuals and families, using a comprehensive process that incorporates goals, values, and risk tolerance. It also offers insurance solutions through licensed agents and supports clients via an online portal.

Team overview

-- AVG AGE
$41.9M AVG AUM / ADVISOR
$626.1K AVG AUM / CLIENT
2.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Matrix focus Timber Crest beacon Vital element Quantum pathway

Client Personas

Bridge beacon

Custodian

Vector Quantum radial Beacon catalyst Signal meridian Optima Crest unison

Investment Themes

Timber Zenith Timber unison

Investment Vehicles

Ember

Platform

Unison momentum Horizon

Services

Meridian Peak oak Peak Meridian Prime momentum Meridian matrix Ridge meridian Meridian foundation Delta

Technology

Crest

Owner & Executives

J

Jesus Manuel Delgado

Chief Compliance Officer, Managing Member

CRD
#6769429
Ownership
75% or more
(753) 554-2479
summit.alpha@capitalcapital.com
in linkedin.com/in/alpha-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $41,949,509 --
Non-Discretionary $0 --
Total $41,949,509 --

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Separately Managed Accounts

Total SMA Asset: $41,949,509

$41.9M Total SMA
Public Funds:
18.0%
Cash:
27.2%
Equity - Exchange:
14.3%
Private Funds:
14.4%
U.S. Government/Agency:
26.1%
Asset class Assets Assets %
Public Funds $1,031,100,106 18.0%
Cash $1,558,106,827 27.2%
Equity - Exchange $819,151,751 14.3%
Private Funds $824,880,085 14.4%
U.S. Government/Agency $1,495,095,153 26.1%
Total $5,728,333,922 100.0%

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